Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
602 days old
General
Location
Victoria, TX, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$145,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
450
Avg Client Age
65
Overview

Comprehensive financial planning combining CFP and CPA team to all wealth management engagements. Interested in acquiring like minded firms for individuals/groups seeking to sell their practice.

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